Personal Assistant & Client Services CoordinatorAre you an organised, proactive and people-focused professional looking to grow your career in client services?
Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team, acting as the key link between our clients, accountants and internal stakeholders.This role is perfect for someone who enjoys managing a busy inbox and diary, coordinating documentation, and providing exceptional service to clients.About the role:In this position you will play a crucial part in ensuring our clients receive timely, accurate and friendly support.
You'll manage communication on behalf of the Associate, coordinate essential documentation, keep workflows on track, and maintain strong relationships with clients and external partners.You'll also work closely with an offshore administration resource and other client service coordinators within Walshs.What you will do:Manage the Associate's calendar and email inboxAct as the main point of contact for clients,
handling non-advice queriesCoordinate and prepare required documents for new and existing clientsMaintain confidential records and file notesWork with an offshore resource to support back-office tasksSet up tax files and book tax meetingsRequest information from clients and complete compilationsLiaise with banks, insurers, brokers, super funds, accountants and advisersDraft official correspondence and produce reportsMonitor job flow and manage client due datesProvide general administrative support, including phones, mail, scanning and reception backupWhat you need:Completion of secondary education - year 12, or equivalent1–2 years' experience in a client service or administration roleExcellent written and verbal communication skillsHighly organised, adaptable and able to prioritise effectivelyA willingness to learn and grow within the roleA proactive mindset with strong problem-solving abilityA positive team attitude and strong relationship-building skillsAbout Walshs:Walshs is a well-established accounting and financial services firm located in Brisbane's CBD.
With over 30 years in the industry, we're committed to helping clients achieve financial success.
We foster a culture of accountability, innovation, and excellence—where teamwork and personal development are prioritized.As a member of our team, you'll enjoy:Team-Building ActivitiesProfessional Development specific to your roleOpportunities for Career GrowthOur Values:Client-FocusedReliableProfessionalSupportiveTeam Player
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